This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $56K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING LLC | — | OVERLAND PARK, KS | INVESTMENT ADVISOR | $43K | — |
| Name | EIN | Location | Relation | Direct comp |
|---|
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| MFS GROWTH EQUITY FUND CL L GREAT GRAY · EIN 38-4126293 / PN 596 | Common Collective Trust | $249K | 1.9% |
| ALLSPRING SPECIAL MID CAP VALUE CIT WELLS FARGO MUTUAL FUNDS · EIN 84-6615098 / PN 001 | Common Collective Trust | $247K | 1.9% |
| Indirect comp |
|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $1K | — |
| PUTNAM LARGE CAP VALUE TRUST IA PUTNAM INVESTMENTS CIT · EIN 82-3639536 / PN 275 |
Common Collective Trust |
| $210K |
| 1.6% |
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | $171K | 1.3% |
| BLACKROCK MIDCAP GROWTH EQUITY FD C GREAT GRAY · EIN 38-4139851 / PN 629 | Common Collective Trust | $89K | 0.7% |
